Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,079-100.0% | $69,461-100.0% | $72,983-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 6.08% | 22.65%-16.6pp | 28.97%-22.9pp | 81.01%-74.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $255 | $2,603-90.2% | $3,536-92.8% | $3,608-92.9% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |